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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2224 New
Page 85 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SIRIUSPOINT LTD 26,897.0 $589K 0.00% NEW $21.89
1682 HALO HALOZYME THERAPEUTICS INC Healthcare 8,723.0 $587K 0.00% NEW $67.30 +0.2%
1683 CORT CORCEPT THERAPEUTICS INC Healthcare 16,788.0 $584K 0.00% NEW $34.80 +58.4%
1684 DLB DOLBY LABORATORIES INC Technology 9,081.0 $583K 0.00% NEW $64.22 -15.3%
1685 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 35,052.0 $580K 0.00% NEW $16.55 -10.2%
1686 IAC IAC INC Technology 14,836.0 $580K 0.00% NEW $39.10 +4.1%
1687 ENVA ENOVA INTL INC Financial Services 3,686.0 $579K 0.00% NEW $157.20 +5.2%
1688 NEU NEWMARKET CORP Basic Materials 839.0 $577K 0.00% NEW $687.49 +1.9%
1689 YMM FULL TRUCK ALLIANCE CO LTD Technology 53,687.0 $576K 0.00% NEW $10.73 -20.1%
1690 BSY BENTLEY SYS INC Technology 15,072.0 $575K 0.00% NEW $38.17 -13.5%
1691 CSIQ CANADIAN SOLAR INC Energy 24,172.0 $575K 0.00% NEW $23.77 -27.7%
1692 STTK SHATTUCK LABS INC Healthcare 157,083.0 $573K 0.00% NEW $3.65 +63.6%
1693 DAN DANA INC Consumer Cyclical 24,084.0 $572K 0.00% NEW $23.76 +40.1%
1694 EXEL EXELIXIS INC Healthcare 13,052.0 $572K 0.00% NEW $43.83 +13.7%
1695 FFBC FIRST FINL BANCORP OH Financial Services 22,845.0 $572K 0.00% NEW $25.02 +19.5%
1696 REZI RESIDEO TECHNOLOGIES INC Industrials 16,271.0 $571K 0.00% NEW $35.12 -19.6%
1697 SFNC SIMMONS 1ST NATL CORP Financial Services 30,222.0 $570K 0.00% NEW $18.87 +10.9%
1698 BEP BROOKFIELD RENEWABLE PARTNER Utilities 21,124.0 $570K 0.00% NEW $26.97 +26.2%
1699 EIG EMPLOYERS HLDGS INC Financial Services 13,179.0 $569K 0.00% NEW $43.17 +0.4%
1700 FTS FORTIS INC Utilities 10,901.0 $566K 0.00% NEW $51.94 +6.1%
Page 85 of 112  ·  2,224 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 28.5%
Consumer Cyclical 8.5%
Communication Services 7.9%
Healthcare 6.9%
Industrials 6.5%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 1.6%
Basic Materials 1.5%